Mature Families

THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families

Who

Priorities

Who

Age 45 to 54
Established in career
May have older children
May be in peak earning years

Priorities

Paying off mortgage
Reduce all debts
Saving for retirement
Staying on budget
Reducing income tax
Taking care of the “What-ifs?”
- Disability
- Critical Illness
- Premature Death
Make a will
Consider powers of attorneys

Learn More

Latest News

Estate Freeze

No business owner likes to think about handing over their business they’ve built from the ground up. But the fact of the matter is, you will have to do it eventually. Even more concerning, what if you were to become ill or incapacitated? Making a decision of this magnitude during trying times would not be ideal.

For the business owner, an estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to lock-in (freeze) the value of the business, freeing the successor from the tax liability that may arise should the business’ value increase.

Easy Exit: Business Succession in a Nutshell

Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now.

Do you need an estate plan?

Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall into the trap of avoiding these difficult matters. Good estate planning will help to make sure that your wishes are carried out, and your family and assets are well protected.